Friends of Sanctuary Podcast

Sanctuary Wealth
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The Friends of Sanctuary podcast is a place to dive in, get to know business leaders and take an in-depth look at the financial services industry and the trends that are driving it.

  1. 11 AGO

    From ETFs to Market Insights, A Fireside Chat with JPMorgan

    In the latest episode of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels joins J.P. Morgan Asset Management’s Jon Maier, Chief ETF Strategist, and Gabriela Santos, Chief Market Strategist for the Americas on the Global Market Insights Strategy Team, to discuss economic trends, investment strategies and the importance of diversification.

    32 min

  2. 30 JUN

    Igniting Independence: Alluvial Wealth’s Lars Olson’s Journey from Wirehouse to Entrepreneur

    Sanctuary Wealth’s Chief Investment Strategist, Mary Ann Bartels sits down with Lars Olson of Alluvial Private Wealth to discuss his transition from the wirehouse to building his own independent firm through a partnership with Sanctuary. They dive into key topics such as Opportunity Zones and Special Needs Financial Planning and how these strategies can create meaningful community impact and drive growth. Lars also shares how Sanctuary’s Executive Partner Program (EPP) and Strategic Capital Partnership have helped him scale inorganically, access capital and build a thriving independent practice, reflecting Sanctuary’s mission to empower independent advisors with meaningful support and enterprise-level resources.

    27 min

  3. 20 MAY

    What’s Next for the Markets? Portfolio Strategy with J.P. Morgan’s Phil Camporeale

    Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels talks the economy, interest rates and how to position portfolios in the current economic climate in the latest episode of the “Friends of Sanctuary” podcast with special guest Phil Camporeale, Managing Director and Portfolio Manager on J.P. Morgan Asset Management's Multi-Asset Solutions group.

    35 min

  4. 28 ABR

    Traveling the Investment Globe with Invesco's Kristina Hooper

    In the latest episode of The Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels dives into domestic and global markets with Chief Global Market Strategist at Invesco Kristina Hooper to talk U.S. and international investing and the importance of diversification during uncertain times.

    31 min

  5. 11 ABR

    Stocks, Bonds & Investing in Sports in the Private Market

    Advisors Asset Management (AAM)’s President and CIO Cliff Corso President joins the “Friends of Sanctuary” podcast host and Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels for a relevant talk about the year ahead market outlook, the economy, opportunities in sports private markets and lessons learned after years on Wall Street.

    37 min

  6. 13 FEB

    Tariffs, Trump, Interest Rates and More: Looking Ahead to 2025 with Sonal Desai

    To kick off Season 3 of the Friends of Sanctuary podcast, Sanctuary Wealth Chief Investment Strategist Mary Ann Bartels welcomes back Sonal Desai, Ph.D., Executive Vice President and Chief Investment Officer at Franklin Templeton Fixed Income, for an in-depth and spirited conversation about many of today’s top economic headlines, including tariffs, the economic impact of President Donald Trump’s policies, inflation trends and the market outlook for 2025.

    44 min

  7. 13/12/2024

    The Holiday Gifts of Private Credit: With StepStone

    Friends of Sanctuary Podcast

    50 min

  8. 07/11/2024

    No Bull: Independence is the Way to Go

    Financial services industry veterans and former Merrill Lynch colleagues Sanctuary Wealth President Vince Fertitta and Chief Investment Strategist Mary Ann Bartels sat down in the latest episode of “The Friends of Sanctuary” podcast to discuss the boundless opportunities for financial advisors ready to break free from the wirehouse and independent advisors seeking a bolder, cutting-edge platform. They also talked about the future of the independence space and the expanded offerings of Sanctuary Wealth after its recent exciting acquisition of tru Independence.

    55 min
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The Friends of Sanctuary podcast is a place to dive in, get to know business leaders and take an in-depth look at the financial services industry and the trends that are driving it.

Información

  • Creador
    Sanctuary Wealth
  • Años de actividad
    2023 - 2025
  • Episodios
    23
  • Clasificación
    Apto
  • Copyright
    © 2024 Sanctuary Wealth
  • Mostrar sitio web
    Friends of Sanctuary Podcast

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